Bank-On Financial Education Requirements- For Clients

Bank-On is a coalition of government agencies, financial institutions and community organizations that work together to improve the financial future of unbanked and under-banked people through financial education and free, low cost, and “second chance” bank accounts. This survey will inform the Bank-On Initiative's work through out the state of Oregon. Please fill out the survey by September 5th, 2013. For more information about Bank-On in general please go to www.joinbankon.org. For more information about Bank-On Oregon, please sign on to our contact list. Thank you for providing your feedback to help this initiative grow!

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* 1. What is your name?

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* 2. How did you find out about this survey? (If through an organization, please list the organization's name.)

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* 3. What is your email?

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* 4. What county do you live in?

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* 5. Do you want to be added to the Bank-On contact list?

Yes

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* 6. Is there someone else that you would like to add to our contact list?

Name, Email

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* 7. What products are you most interested in accessing from a bank or credit union?

	Very Interested	Somewhat Interested	Maybe in the future	I already have access to this	Not interested
Internet based checking account, debit card only	Internet based checking account, debit card only Very Interested	Internet based checking account, debit card only Somewhat Interested	Internet based checking account, debit card only Maybe in the future	Internet based checking account, debit card only I already have access to this	Internet based checking account, debit card only Not interested
Checking account with check book and debit card	Checking account with check book and debit card Very Interested	Checking account with check book and debit card Somewhat Interested	Checking account with check book and debit card Maybe in the future	Checking account with check book and debit card I already have access to this	Checking account with check book and debit card Not interested
Savings Account	Savings Account Very Interested	Savings Account Somewhat Interested	Savings Account Maybe in the future	Savings Account I already have access to this	Savings Account Not interested
Second chance checking account	Second chance checking account Very Interested	Second chance checking account Somewhat Interested	Second chance checking account Maybe in the future	Second chance checking account I already have access to this	Second chance checking account Not interested
Second chance saving account	Second chance saving account Very Interested	Second chance saving account Somewhat Interested	Second chance saving account Maybe in the future	Second chance saving account I already have access to this	Second chance saving account Not interested
Secured credit card	Secured credit card Very Interested	Secured credit card Somewhat Interested	Secured credit card Maybe in the future	Secured credit card I already have access to this	Secured credit card Not interested
Unsecured credit card	Unsecured credit card Very Interested	Unsecured credit card Somewhat Interested	Unsecured credit card Maybe in the future	Unsecured credit card I already have access to this	Unsecured credit card Not interested
Pre-paid debit card	Pre-paid debit card Very Interested	Pre-paid debit card Somewhat Interested	Pre-paid debit card Maybe in the future	Pre-paid debit card I already have access to this	Pre-paid debit card Not interested
Small dollar consumer loan	Small dollar consumer loan Very Interested	Small dollar consumer loan Somewhat Interested	Small dollar consumer loan Maybe in the future	Small dollar consumer loan I already have access to this	Small dollar consumer loan Not interested
Other product	Other product Very Interested	Other product Somewhat Interested	Other product Maybe in the future	Other product I already have access to this	Other product Not interested

Other (please specify a product that you are interested in if not listed above.)

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* 8. What are some of the barriers that you face to accessing financial products?

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* 9. What would make you feel more comfortable going into a branch to open or use an account?

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* 10. If financial education was required to qualify for these products, would you apply?

	Very Likely	Somewhat Likely	Not Sure	Somewhat Unlikely	Very Unlikely
Internet based checking account, debit card only	Internet based checking account, debit card only Very Likely	Internet based checking account, debit card only Somewhat Likely	Internet based checking account, debit card only Not Sure	Internet based checking account, debit card only Somewhat Unlikely	Internet based checking account, debit card only Very Unlikely
Checking account with check book and debit card	Checking account with check book and debit card Very Likely	Checking account with check book and debit card Somewhat Likely	Checking account with check book and debit card Not Sure	Checking account with check book and debit card Somewhat Unlikely	Checking account with check book and debit card Very Unlikely
Savings Account	Savings Account Very Likely	Savings Account Somewhat Likely	Savings Account Not Sure	Savings Account Somewhat Unlikely	Savings Account Very Unlikely
Second chance checking account	Second chance checking account Very Likely	Second chance checking account Somewhat Likely	Second chance checking account Not Sure	Second chance checking account Somewhat Unlikely	Second chance checking account Very Unlikely
Second chance saving account	Second chance saving account Very Likely	Second chance saving account Somewhat Likely	Second chance saving account Not Sure	Second chance saving account Somewhat Unlikely	Second chance saving account Very Unlikely
Secured credit card	Secured credit card Very Likely	Secured credit card Somewhat Likely	Secured credit card Not Sure	Secured credit card Somewhat Unlikely	Secured credit card Very Unlikely
Unsecured credit card	Unsecured credit card Very Likely	Unsecured credit card Somewhat Likely	Unsecured credit card Not Sure	Unsecured credit card Somewhat Unlikely	Unsecured credit card Very Unlikely
Pre-paid debit card	Pre-paid debit card Very Likely	Pre-paid debit card Somewhat Likely	Pre-paid debit card Not Sure	Pre-paid debit card Somewhat Unlikely	Pre-paid debit card Very Unlikely
Small dollar consumer loan	Small dollar consumer loan Very Likely	Small dollar consumer loan Somewhat Likely	Small dollar consumer loan Not Sure	Small dollar consumer loan Somewhat Unlikely	Small dollar consumer loan Very Unlikely
Other product	Other product Very Likely	Other product Somewhat Likely	Other product Not Sure	Other product Somewhat Unlikely	Other product Very Unlikely

Other (please specify)

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* 11. What amount of education would you find helpful in order be successful with the following products?:

*One class, coaching session or webinar entails one hour worth of financial education specifically tailored to how to be successful with banking products.
A class series or several coaching sessions entails several hours of financial education on being successful with banking products as well as a focus on building the participants overall financial management strategies.

	None	One class, coaching session or webinar	A class series/several coaching sessions	Other, please specify below
Internet based checking account, debit card only	Internet based checking account, debit card only None	Internet based checking account, debit card only One class, coaching session or webinar	Internet based checking account, debit card only A class series/several coaching sessions	Internet based checking account, debit card only Other, please specify below
Checking account with check book and debit card	Checking account with check book and debit card None	Checking account with check book and debit card One class, coaching session or webinar	Checking account with check book and debit card A class series/several coaching sessions	Checking account with check book and debit card Other, please specify below
Savings Account	Savings Account None	Savings Account One class, coaching session or webinar	Savings Account A class series/several coaching sessions	Savings Account Other, please specify below
Second chance checking account	Second chance checking account None	Second chance checking account One class, coaching session or webinar	Second chance checking account A class series/several coaching sessions	Second chance checking account Other, please specify below
Second chance saving account	Second chance saving account None	Second chance saving account One class, coaching session or webinar	Second chance saving account A class series/several coaching sessions	Second chance saving account Other, please specify below
Secured credit card	Secured credit card None	Secured credit card One class, coaching session or webinar	Secured credit card A class series/several coaching sessions	Secured credit card Other, please specify below
Unsecured credit card	Unsecured credit card None	Unsecured credit card One class, coaching session or webinar	Unsecured credit card A class series/several coaching sessions	Unsecured credit card Other, please specify below
Pre-paid debit card	Pre-paid debit card None	Pre-paid debit card One class, coaching session or webinar	Pre-paid debit card A class series/several coaching sessions	Pre-paid debit card Other, please specify below
Small dollar consumer loan	Small dollar consumer loan None	Small dollar consumer loan One class, coaching session or webinar	Small dollar consumer loan A class series/several coaching sessions	Small dollar consumer loan Other, please specify below
Other product	Other product None	Other product One class, coaching session or webinar	Other product A class series/several coaching sessions	Other product Other, please specify below

Other (please specify)

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* 12. What financial education topics interest you most? (check all that apply)

	Very interested	Somewhat interested	I already know this	Not interested
Emotions, Values and Money	Emotions, Values and Money Very interested	Emotions, Values and Money Somewhat interested	Emotions, Values and Money I already know this	Emotions, Values and Money Not interested
Budgeting	Budgeting Very interested	Budgeting Somewhat interested	Budgeting I already know this	Budgeting Not interested
Saving	Saving Very interested	Saving Somewhat interested	Saving I already know this	Saving Not interested
Credit	Credit Very interested	Credit Somewhat interested	Credit I already know this	Credit Not interested
Debt and Debt management	Debt and Debt management Very interested	Debt and Debt management Somewhat interested	Debt and Debt management I already know this	Debt and Debt management Not interested
Student loans	Student loans Very interested	Student loans Somewhat interested	Student loans I already know this	Student loans Not interested
Bank products and services	Bank products and services Very interested	Bank products and services Somewhat interested	Bank products and services I already know this	Bank products and services Not interested
Retirement	Retirement Very interested	Retirement Somewhat interested	Retirement I already know this	Retirement Not interested
Insurance	Insurance Very interested	Insurance Somewhat interested	Insurance I already know this	Insurance Not interested
Investments	Investments Very interested	Investments Somewhat interested	Investments I already know this	Investments Not interested
Consumer protection and identity theft	Consumer protection and identity theft Very interested	Consumer protection and identity theft Somewhat interested	Consumer protection and identity theft I already know this	Consumer protection and identity theft Not interested

Other (please specify other topics that you are interested in learning about.)

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* 13. Where would you prefer to participate in financial education?

At a bank

At a credit union

At a non-profit

On-line

Other (please specify)

Thank you for filling out this survey! Please feel free to forward it to others living in Oregon.